What and Why Quick View Forms Are:
Quick View are placed in related entities, and used to display related entity’s data within the current record.
When It Is Introduced:
Quick View Forms are the new features introduced in MS Dynamics CRM 2013.
How to Use:
Suppose there is a requirement like, need of Email, Mobile Phone of Primary Contact (Contact Entity Lookup) in Accountentity.
In General, to retrieve Email, Mobile Phone from Contact Entity Code has to be written, and as well as have to create two fields (Email of Contact, Mobile Phone of Contact) in Account Entity. But where in CRM 2013 onwards, just need to create a quick view form for Contact Entity and has to place on Account form as follows,
Go to-> Navigation menu –> Settings –>Customizations –>Customize the System
How to Create Quick View Form :
- Select Contact Entity à Forms in Solution Default Solution Section
- Click on New, a splitter menu is opened with options shown as below, Choose Quick View Form in that option
- Click leads to open Quick View Form, Fields will be shown in Field Explorer as shown below,
- Add Email and Mobile Phone fields by drag and drop, or double click on that field, on to the form.
- Give a name to the Form and description in Form Properties
- Save and publish the form to apply changes.
How to Place the Quick View Form:
Go to Account Entity-> Forms within the same section Solution Default Solution, and open Account form, which is of type Main.
- Account Entity Form
· Go to Insert –> Quick View Form
- Give a name for the Control, and Label too.
- Choose the relationship in Lookup field, and then Related Entity will be auto populated.
- Choose Quick View Form and click on OK.
- Save and publish the form to apply changes.
- Go to any of the existing Account Records,
· Thus, the Email and Mobile Phone fields of Contact record can be accessed within the Account record.